See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,085 | $97,125-6.2% | $86,233+5.6% | $137,256-33.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 24.10% | 74.19%-50.1pp | 61.39%-37.3pp | 220.34%-196.2pp |
| Employer contribution / active EE | $17,085 | $2,841+501.3% | $2,504+582.2% | $4,156+311.1% |
| Participant deferral / active EE | $9,913 | $5,180+91.4% | $4,559+117.4% | $6,407+54.7% |
| Admin fee / account holder | $280 | $9,725-97.1% | $8,342-96.6% | $12,270-97.7% |